
iCoreConnect Inc.
iCoreConnect Inc. (ICCT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ICCT · as of Dec 31, 2024
Ownership Breakdown
2
Institutional Holders
▼ 18 vs Q3
$430
Total Inst. Value
▼ $196,919 vs Q3
4.88M
Shares Outstanding
freeFloat 88.82%
1,241
13F Shares Held
▼ 563,661 vs Q3
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ICCT largest shareholders · institutional ownership
Q4 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ADVISOR GROUP HOLDINGS, INC. services-prepackaged software | 1.2K | 1.12% | 1.12% | $428,000 | Feb 7, 2025 | — held |
IFP ADVISORS, INC services-prepackaged software | 16 | 0.01% | 0.01% | $2,000 | Feb 4, 2025 | — held |
COMMONWEALTH EQUITY SERVICES, LLC services-prepackaged software | 0 | 0.00% | 0.00% | $0 | Feb 10, 2025 | EXIT |
MORGAN STANLEY services-prepackaged software | 0 | 0.00% | 0.00% | $0 | May 15, 2025 | EXIT |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO services-prepackaged software | 0 | 0.00% | 0.00% | $0 | Feb 11, 2025 | EXIT |
GEODE CAPITAL MANAGEMENT, LLC services-prepackaged software | 0 | 0.00% | 0.00% | $0 | Feb 12, 2025 | EXIT |
SUNCOAST EQUITY MANAGEMENT services-prepackaged software | 0 | 0.00% | 0.00% | $0 | Feb 3, 2025 | EXIT |
MARINER, LLC services-prepackaged software | 0 | 0.00% | 0.00% | $0 | Feb 13, 2025 | EXIT |
TWO SIGMA SECURITIES, LLC services-prepackaged software | 0 | 0.00% | 0.00% | $0 | Feb 14, 2025 | EXIT |
TOWER RESEARCH CAPITAL LLC (TRC) services-prepackaged software | 0 | 0.00% | 0.00% | $0 | Feb 13, 2025 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q4 2024 vs prior quarter
Q4 2024
0
Increased
+0 shares0
New Positions
first time holders0
Decreased
−0 shares18
Sold Out
fully exitedNet shares change (top 50)
+0
+0 / −0
Net new holders
-18
0 new / 18 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ICCT insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
9
Buy transactions
5
Sell transactions
1.80
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 28, 2025 | Sale | 71,037 | $2.24 | $159.3K | 131.1K | Form 4 ↗ |
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 28, 2025 | Sale | 61,341 | $2.29 | $140.2K | 56.1K | Form 4 ↗ |
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 21, 2025 | Purchase | 100 | $2.02 | $202.5 | 202.1K | Form 4 ↗ |
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 17, 2025 | Purchase | 85,200 | $2.53 | $215.3K | 202.0K | Form 4 ↗ |
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 17, 2025 | Purchase | 61,500 | $2.55 | $156.6K | 145.4K | Form 4 ↗ |
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 21, 2025 | Sale | 28,000 | $1.91 | $53.6K | 117.4K | Form 4 ↗ |
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 17, 2025 | Sale | 1,000 | $2.33 | $2.3K | 29.0K | Form 4 ↗ |
Schonfeld Strategic Advisors LLC 10 percent owner | Apr 21, 2025 | Sale | 12,400 | $1.91 | $23.7K | 16.6K | Form 4 ↗ |
Shah Archit Chief Financial Officer | Apr 21, 2025 | Award | 4,465 | $2.24 | $10.0K | 13.1K | Form 4 ↗ |
Pasqual John director | Apr 21, 2025 | Award | 8,929 | $2.24 | $20.0K | 33.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
iCoreConnect Inc. (ICCT) is primarily owned by institutional investors, who hold approximately 0.0% of total shares outstanding. Company insiders own approximately 11.18%, while retail and public investors account for the remaining 88.79%.
The largest institutional shareholder of iCoreConnect Inc. is ADVISOR GROUP HOLDINGS, INC., holding approximately 1,225 shares — equal to 1.12% of outstanding shares — as of December 31, 2024.
A total of 2 institutional investors currently hold ICCT stock, with a combined institutional value of approximately $430 as of the most recent 13F filing period.
Frequently asked questions
ICCT ownershipiCoreConnect Inc. (ICCT) is primarily owned by institutional investors, who hold approximately 0.0% of shares. The largest shareholder is ADVISOR GROUP HOLDINGS, INC. with a 1.12% stake. Company insiders hold 11.18%. Data sourced from SEC Form 13F as of December 31, 2024.